← All themes

Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
551	Chartwell Investment Partners Berywn, Pennsylvania	$211M	-$927K	24	6.2%	Reduced
552	R.M. Davis Inc Portland, Maine	$211M	-$436K	13	5.3%	Reduced
553	SoftBank Group Tokyo, Japan	$210M	+$169M	1	1.09%	New
554	Donaldson Capital Management Evansville, Indiana	$210M	+$6.55M	12	10.75%	Increased
555	Intermede Investment Partners London, United Kingdom	$210M	-$3.75M	1	4.77%	Reduced
556	Tower Research Capital (TRC) New York	$210M	-$171M	115	5.46%	Reduced
557	SIG Senator Investment Group New York	$209M	+$42.2M	3	3.97%	Increased
558	Dana Investment Advisors Waukesha, Wisconsin	$208M	-$5.78M	17	9.24%	Reduced
559	OPU Omni Partners US Irvine, California	$207M	+$183M	3	9.13%	New
560	RCW Rheos Capital Works Tokyo, Japan	$207M	+$51.2M	9	10.46%	Increased
561	Rokos Capital Management (UK) London, United Kingdom	$207M	-$170M	4	4.12%	Reduced
562	WGAM Wilkinson Global Asset Management New York	$206M	+$477K	8	12.17%	Increased
563	Simplex Trading Chicago, Illinois	$206M	+$53.2M	68	0.2%	Increased
564	AAM AO Asset Management New York	$205M	-$31.4M	8	14.31%	Reduced
565	WorldQuant Millennium Advisors New York	$204M	-$85.9M	13	4.51%	Reduced
566	TIAA FSB Jacksonville, Florida	$203M	-$1.94M	15	0.7%	Reduced
567	Meyer Handelman Company Rye Brook, New York	$202M	+$4.67M	11	8%	Increased
568	Crake Asset Management London, United Kingdom	$202M	+$68.7M	2	10.51%	Increased
569	Guinness Asset Management London, United Kingdom	$202M	+$18.5M	11	11.14%	Increased
570	CP Coho Partners Berwyn, Pennsylvania	$202M	+$1.77M	4	3.16%	Increased
571	Andra AP-fonden Goteborg, Sweden	$202M	-$28.6M	22	4.12%	Reduced
572	Peregrine Capital Management Minneapolis, Minnesota	$201M	-$252K	11	3.6%	Reduced
573	SCGE Management Menlo Park, California	$199M	$0	2	1.87%	Maintained
574	Emerald Advisers Leola, Pennsylvania	$199M	-$39.5M	18	7.25%	Reduced
575	Crawford Investment Counsel Atlanta, Georgia	$199M	+$15.7M	9	4.02%	Increased